13 min listen
Saundra Davis - Balancing Candor and Compassion in Client Communications
Saundra Davis - Balancing Candor and Compassion in Client Communications
ratings:
Length:
61 minutes
Released:
Oct 19, 2023
Format:
Podcast episode
Description
Tune in to hear:- Saundra really balances being warm and welcoming with a great deal of candor. How has this served her professionally over the years?- How do people find the strength of will and confidence to call their clients out on behavior that is incongruent with their goals if their designations alone don’t provide this confidence?- Saundra has created two certificate programs - Financial Fitness Coach and Accredited Personal Finance Coach. What are the most unexpected parts of these programs and what is missing from most advisor education?- Excavating your own skeletons can be so challenging. How does Saundra undertake this process with financial professionals in a way that is appropriately deep but also doesn’t scare them off?- In terms of building client rapport - what do financial professionals do well, where do they fall short and how can we improve as an industry?- How can advisors start taking small steps to put themselves in a mindset that better prepares them to handle the emotional nuance required to effectively meet their clients where they are?- What changes would Saundra hope to see in the coming decade in how financial professionals are educated and how they serve their clients?Compliance Code: 2618-OAS-9/20/2023https://sagefinancialsolutions.orgOrion Portfolio Solutions, LLC, an Orion Company, is a registered investment advisor. Custom Indexing offered through Orion Portfolio Solutions, LLC a registered investment advisor.
Released:
Oct 19, 2023
Format:
Podcast episode
Titles in the series (100)
Humankind's Greatest GIft Is Also Its Greatest Liability: If bees organize by innate mandate and chimps through tight-knit social interactions, the miracle of human ascendance in the animal kingdom owes to a penchant for behaving in accordance with social narratives. To put it bluntly, we act as if the stories we make up are real. As Harari writes in the magisterial Sapiens, “As far as we know, only Sapiens can talk about entire kinds of entities that they have never seen, touched or smelled.” A monkey can say, “There is a caribou by the river” but could never communicate that, “The caribou by the river is the spiritual guardian of our city.” This ability to communicate about the unreal allows us to create all manner of social structures that help bring about predictable human behavior and that reliably breed trust. The State of Alabama, the Catholic church, the Constitution of the United States of America, the inalienable civil rights of man: none of these things are “real” in the by Standard Deviations with Dr. Daniel Crosby